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Technology Stocks : Westell WSTL
WSTL 6.000+6.4%Nov 26 4:00 PM EST
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To: SteveG who wrote (8137)12/5/1997 8:39:00 AM
From: bill c.  Read Replies (2) of 21342
 
SteveG: The ASND/LU rumor has surfaced again. If Lucent didn't purchase Livingston, I would go along with the rumor. Why would Lucent spend $650 million on Livingston and then spend another ~$6 billion on another RAS vendor. Granted ASND does have additional products, but Lucent didn't need to purchase Livingston if ASND/LU comes true. When a stock goes from $80 to ~$20, it's funny how many rumors are created. ASND is $20 for a number of good reasons:

1) The USRX/COMS merger... the #1 and #3 vendors in remote access merged.

2) The 56K silicon being late from ROK.

3) The knowledge that all the large equipment vendors, Lucent , Nortel, Alcatel are all getting into this business.

4) Cisco coming to the plate with it's RAS products recently.

This is just my gut feeling on this issue... until later.
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